Fees

“Money often costs too much.”

– Ralph Waldo Emerson, essayist, lecturer, and poet

For What It’s Worth

At AdvicePeriod, we believe paying excessive fees for widely available investment strategies is one of the biggest detractors from long-term performance. The way we see it, clients should only pay premium fees for premium services. And, since we’re experts at knowing what’s a commodity and what’s not, we can help you reduce fees quickly.

Our Fee Structure

We can’t stand conflicts of interest – and you shouldn’t stand for them either. We favor predictability, and for clients with predictable circumstances, we almost always suggest a fixed annual advisory fee, expressed as dollars; not a percentage of your assets.

For standalone investment management services for clients in the accumulation phase of their wealth and with less than $10 million of investable assets, clients typically pay AdvicePeriod 0.95% of their assets we manage.

Fixed fees are determined based upon our scope of work, the complexity of the client’s situation, and our ability to add value. At AdvicePeriod, we recognize that we have to earn your business (and your fees) every day and we strive to deliver actionable advice worth far more than its cost.

Sign up for updates

About AdvicePeriod

AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.